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| Provider | Service type | Compensation |
|---|---|---|
ELLIOT COVE CAPITAL MANAGEMENT10+ years Service code 26 100 2ND AVE, SUITE 1440 · SEATTLE, WA 98292 | Advisory (Participants) | $51,245 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $30,154 |
16 funds hold $11.2M of the plan's $11.4M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Nuveen Lifecycle Index, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.8M | 15.7% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.3M | 11.8% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $1.2M | 10.9% |
| U.S. Large Company Portfolio Dimensional · Mutual fund | $1.2M | 10.8% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $837K | 7.5% |
| Money Market Fund Vanguard Vanguard · Money market | $640K | 5.7% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $635K | 5.7% |
| DFA Two-Year Global Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $631K | 5.6% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $609K | 5.4% |
| DFA Short-Term Extended Quality Portfolio Institutional Class Shares Dimensional · Mutual fund | $393K | 3.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.